Client Manager
Jatca, Inc.
Client Manager
As the Client Manager, you will oversee the complete sales process, beginning with the initial client engagement all the way to closing the deal. You will also ensure seamless contract management through the completion of the entire project. Your technical insights will provide successful, industry-specific solutions for the clients' needs. Additionally, supporting existing customer relationships and cultivating new ones are equally important components of this role.
This position offers a base salary with a competitive commission structure and generous benefits package.
Essential Duties & Responsibilities
- Managing client relationships
- Maintain customer relationships through regular contact, follow up reporting, and ensuring 100% customer satisfaction.
- Actively participate in, and frequently lead, meetings to learn client needs, challenges, and concerns.
- Design strategies that will support the clients' initiatives.
- Make recommendations based on client feedback / interest level.
- Use experience and critical thinking to anticipate clients' needs.
- Maintain customer database for assigned accounts and any new accounts.
- Establishing client relationships
- Utilize various strategies (phone, email, social media, & industry conferences) in order to identify and qualify new sales opportunities.
- Develop win strategies for all opportunities.
- Actively participate in initial meetings with potential clients.
- Project Management
- Obtain and develop quotation specifications and detailed project scope.
- Ensure the scope is clearly defined and understood so the best value quote/solution is provided.
- Responsible for ensuring project is on time and deadlines are being met.
- Initiate and support Estimating throughout the quotation process by functioning as the liaison between the company and the customer.
- Provide sales info on profitability, costs, and probability of winning quotes.
- Collaborate with Project Management team in development of budgetary and baseline schedules for projects to ensure customer expectations can be met.
- Maintain and monitor booking forecast, set priorities, and follow up on all rough order of magnitude, budgetary, and firm fixed price quotes for assigned accounts.
- Administer the contract review process including scope, terms and conditions, pricing, and the competitive environment for each opportunity.
- Support customer projects, including change orders, from PO to final acceptance on the customer's floor. Actively participate and lead concept reviews and provide technical support.
Skills & Qualifications
- Associate or bachelor's degree in marketing, business, or engineering discipline.
- 3+ years sales experience and a proven sales record.
- Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Teams.
- Sandler Sales Training (preferred, but not required).
- Hands-on experience with CRM platforms.
- A customer-oriented mindset.
- Ability to work well with others.
- Strong project management skills.
- Excellent communication, presentation, and negotiation skills.
- Interpersonal skills.
- Ability to build relationships with clients.
- Creativity and innovation skills.
- An organized approach to work.
- Attention to details.
- Patience.
- Problem-solving aptitude.
- Strong work ethic.
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